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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,894 | $108,911-34.0% | $100,392-28.4% | $145,884-50.7% |
| Participation rate | 58.8% | 83.0%-24.1pp | 81.5%-22.7pp | 80.3%-21.5pp |
| Annual return | 35.71% | 58.23%-22.5pp | 49.45%-13.7pp | 551.85%-516.1pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,941-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,301 | $8,459-13.7% | $8,090-9.7% | $6,690+9.1% |
| Admin fee / account holder | $1,679 | $9,698-82.7% | $7,904-78.8% | $13,392-87.5% |